Original filing (PDF)20240321115602NAL0004140817001

OMAR A. GUZMAN

Name: OMAR A. GUZMAN — OMAR A. GUZMAN M.D. 401(K) PLAN, Form 5500 (2023)
Creator: OMAR A. GUZMAN

Form 5500-SF

FILING_RECEIVED

OMAR A. GUZMAN M.D. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 28.2 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OMAR A. GUZMAN.

Plan sponsor

Name

OMAR A. GUZMAN

DBA

OMAR A. GUZMAN, M.D.

EIN

82-3370216

Address

4352 E DELTA CT · VISALIA, CA · 93291

Phone

(559) 690-0632

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2024-03-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

UNIQUE HEALTHCARE FOR WOMEN, A MEDICAL CORPORATION

UNIQUE HEALTHCARE FOR WOMEN 401(K) PLAN

$103K · 3 participants

WEATHERFORD PEDIATRICS & FAMILY

WEATHERFORD PEDIATRICS & FAMILY MEDICINE PLLC 401(K)

$103K · 1 participants

M. CUNEYT DEMIROZU, M.D., INC.

M. CUNEYT DEMIROZU, M.D., INC. 401(K) PROFIT SHARING PLAN

$103K · 4 participants

JAVIER EDUARDO SOSA RODRIGUEZ PC

JAVIER EDUARDO SOSA RODRIGUEZ PC 401K

$103K · 28 participants

MEHTA MEDICAL, P.C.